-40.7%
NOW vs APA
+89.4%
-130.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -3.1% | -8.7% | +5.7% | -2.6% |
| 30D | -27.0% | -2.4% | -24.6% | -27.2% |
| 3M | -17.7% | +19.0% | -36.7% | -19.0% |
| 6M | +12.7% | +26.8% | -14.1% | +11.1% |
| YTD | -32.9% | +87.3% | -120.3% | -33.3% |
| All | -40.7% | +89.4% | -130.1% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded APA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling